Enhance Wealth Management
EW
Financial Advisors
Enhance Wealth Management
Unit 5 Sandridge Park, St Albans AL3 6PH
# Enhance Wealth Management
Enhance Wealth Management, based in St Albans, is a financial advisory firm that merged with Lumin Wealth in February 2022, significantly expanding its capabilities and resources. Operating under the Lumin Wealth banner whilst maintaining its established service model, the firm now leverages the backing of Switzerland's VZ Group—a listed entity on the Swiss Exchange since 2007 with deep expertise in retirement planning.
The business serves private clients, entrepreneurs and small business owners seeking comprehensive financial guidance and tailored solutions. Their client base values continuity; existing customers continue to receive dedicated support from familiar advisors including Peter Flowers, Fiona Read, and Sara Moore.
What distinguishes Enhance Wealth Management is its combination of local accessibility with international financial strength. The merger with Lumin Wealth has enhanced their product range and financing options without compromising the personalised service model that built their reputation. Clients benefit from a Swiss-backed firm's stability and expertise whilst maintaining relationships with established local advisors.
The firm provides access to a Personal Finance Portal for convenient client management and offers equity release services as part of their broader wealth management proposition. This integration of traditional advisory services with modern digital tools, combined with the institutional backing of a major Swiss wealth management group, positions them as a substantial player in the UK's independent financial advice sector.
Enhance Wealth Management, based in St Albans, is a financial advisory firm that merged with Lumin Wealth in February 2022, significantly expanding its capabilities and resources. Operating under the Lumin Wealth banner whilst maintaining its established service model, the firm now leverages the backing of Switzerland's VZ Group—a listed entity on the Swiss Exchange since 2007 with deep expertise in retirement planning.
The business serves private clients, entrepreneurs and small business owners seeking comprehensive financial guidance and tailored solutions. Their client base values continuity; existing customers continue to receive dedicated support from familiar advisors including Peter Flowers, Fiona Read, and Sara Moore.
What distinguishes Enhance Wealth Management is its combination of local accessibility with international financial strength. The merger with Lumin Wealth has enhanced their product range and financing options without compromising the personalised service model that built their reputation. Clients benefit from a Swiss-backed firm's stability and expertise whilst maintaining relationships with established local advisors.
The firm provides access to a Personal Finance Portal for convenient client management and offers equity release services as part of their broader wealth management proposition. This integration of traditional advisory services with modern digital tools, combined with the institutional backing of a major Swiss wealth management group, positions them as a substantial player in the UK's independent financial advice sector.
Services offered
wealth managementequity releaseretirement planningpersonal finance advisorybusiness finance solutionsinvestment advicefinancial planningclient portal access